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2725 Colonial Ave, Erie, PA 16506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-13 |
| TX | RA | APPROVED_RES | 2015-12-09 |
| OH | RA | APPROVED | 2015-12-08 |
| PA | RA | APPROVED | 2003-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbk Sorce Financial Llc | Erie | PA | 12/2001 | Present |
| Hbk Sorce Advisory Llc | Erie | PA | 12/2001 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2009 | 12/2020 |
| Hbk Sorce Insurance Llc | Canfield | OH | 12/2001 | Present |
1) HBK SORCE INSURANCE; INVESTMENT RELATED; 6603 SUMMIT DR, CANFIELD, OH 44406; INSURANCE AGENCY; AGENT; 12/2001; 5 HRS/MO; 5 HRS/MO DURING TRADING; INSURANCE AGENT 2) HBK Sorce Holdings, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Owner/Member. Start 9/2018. 0 hours per month. Passive Owner. 3) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 4) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 5) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 6) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-23 |
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